We are proud to announce that Plexus Financial Services, LLC has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 Million.
This is the third consecutive year Plexus Financial Services has been named to the list. “We are honored to be recognized as a Top DC Advisor Team. We wholeheartedly embrace service excellence and have been committed to the retirement industry for over 20 years,” said Allison Winge, Practice Leader and Executive Vice President, Plexus Financial Services.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” notes Nevin Adams, Chief Executive Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://bit.ly/2021DCteams.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in Washington, D.C. area. More information about NAPA is available at napa-net.org.
About Plexus Financial Services, LLC
Plexus Financial Services, LLC is an SEC-registered Investment Advisory and a wholly-owned subsidiary of The Plexus Groupe LLC, a privately-held national insurance brokerage and risk management consulting firm. Headquartered in Deer Park, IL, with additional locations in Dallas and Oklahoma City, Plexus Financial Services, LLC is an independent firm specializing in financial care solutions and corporate retirement plans.
Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. These materials are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and as a result, personal diligence should be completed before relying or acting upon the information presented. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.
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PFS is a wholly owned subsidiary of The Plexus Groupe LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.org, and the SIPC www.sipc.org. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.